Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC6+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $30,931 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,155 | $73,823+129.1% | $379,746-55.5% | $73,501+130.1% |
| Participation rate | 93.8% | 73.1%+20.6pp | 78.4%+15.3pp | 70.7%+23.1pp |
| Annual return | 2.89% | 29.06%-26.2pp | 34.90%-32.0pp | 28.51%-25.6pp |
| Employer contribution / active EE | $6,914 | $2,472+179.7% | $3,540+95.3% | $2,270+204.5% |
| Participant deferral / active EE | $21,307 | $4,038+427.7% | $6,024+253.7% | $3,740+469.7% |
| Admin fee / account holder | $277 | $607-54.3% | $7,927-96.5% | $513-45.9% |